Freestone Capital Holdings, LLC

Position in SO — Southern Co

CIK 1470876 Seattle, WA

Position in SO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$11,456,104

+$412,672 QoQ

Shares Held

119,696

+4.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#291

of 2,354 holders

Holding Since

Sep 2020

7 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Utilities · as of Jun 30, 2026

Freestone Capital Holdings, LLC holds $25,447,152 across 5 Utilities - Regulated Electric names. SO ranks #2 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	132,546	$11,633,562
2	SO	Southern Co This page	119,696	$11,456,104
3	AEP	American Electric Power Co Inc	7,398	$1,012,120
4	DUK	Duke Energy CORP	5,396	$683,025
5	ED	Consolidated Edison Inc	5,987	$662,341

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,456,104	119,696	+4.6%	Shares	Defined	2026-07-31
2026-03-31	$11,043,432	114,416	+13.4%	Shares	Defined	2026-05-13
2025-12-31	$8,797,433	100,888	+28.8%	Shares	Defined	2026-01-23
2025-09-30	$7,424,945	78,347	+13.0%	Shares	Defined	2025-11-12
2025-06-30	$6,368,502	69,351	+5040.9%	Shares	Defined	2025-08-05
2020-12-31	$82,869	1,349	+10.1%	Shares	Defined	2021-02-16
2020-09-30	$66,419	1,225	—	Shares	Defined	2020-11-06
No filing history on record for this holder in this stock.